VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,338 | -7.7% | 984 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $250,696 | +100178.4% | 1,024 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $250 | +2.5% | 1,048 | +6.5% | 0.00% | 0.0% |
| Q4 2022 | $244 | -99.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $220,000 | -6.8% | 984 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $236,000 | -13.9% | 1,003 | -7.0% | 0.00% | 0.0% |
| Q1 2022 | $274,000 | +2.2% | 1,078 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $268,000 | -6.0% | 1,005 | -12.9% | 0.00% | 0.0% |
| Q3 2021 | $285,000 | +6.7% | 1,154 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $267,000 | +187.1% | 1,079 | +100.2% | 0.00% | +100.0% |
| Q1 2019 | $93,000 | +63.2% | 539 | +50.6% | 0.00% | 0.0% |
| Q4 2018 | $57,000 | -12.3% | 358 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $65,000 | +14.0% | 358 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $57,000 | +3.6% | 358 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $55,000 | 0.0% | 358 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $55,000 | – | 358 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
| PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
| CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
| Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
| BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
| Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
| ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
| Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
| ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |